Credo + Dust Photonics, XPO, Nuvacore
Credo + Dust Photonics, XPO, Nuvacore  
Podcast: Semi Doped
Published On: Fri Apr 17 2026
Description: Austin and Vik discuss Credo's acquisition of Dust Photonics, XPO as the new standard for scale-out (maybe instead of CPO?) and some thoughts about Nuvacore entering the CPU scene for agentic AI.Gavin Baker's tweet: https://x.com/GavinSBaker/status/2044410644301046031?s=20Vik's Substack: https://www.viksnewsletter.comAustin's Substack: https://www.chipstrat.comChapters00:00 Introduction to the Semiconductor Landscape02:49 The Rise of Nuvacore and CPU Innovations05:27 The Demand for CPUs in the AI Era07:59 Photonics: The Next Frontier in Semiconductors10:26 Credo's Acquisition of Dust Photonics13:12 Vertical Integration in Semiconductor Companies15:15 The Future of Copper and Optical Technologies20:28 The Evolution of AI Training Models25:28 Innovations in Optical Interconnects31:10 The Future of Data Center Connectivity36:56 Strategic Implications in the Optical Ecosystem